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Personal Finance with the Personal Finance Society

Job sector

Accounting, Banking & Finance
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This programme is open to anyone aged 13+
Certificate of completion
Over 8 hours worth of content


Interested in a future in finance? This programme will help you find your niche! You’ll lay the foundations as you explore personal finance and its diverse elements. You may not have realised it, but there is a huge variety of roles within this profession! You’ll learn more about all the different careers available and gain deeper insight through activities, quizzes and interactive live webinars with industry professionals.

What’s Included: 

From advising to paraplanning- you’ll gain a foundational knowledge of all things personal finance!  You’ll discover what roles are available, which skills you will need to succeed, and what pathways you can take to be successful. You’ll get a real sense of the various work available in this diverse area. You’ll complete a series of quizzes and activities to help build your understanding of the profession.

Introduction to Personal Finance

Maybe you’d like to be the next self-made millionaire. Well, those folks got started with an understanding of personal finance. How much do you know about managing money? In this section, you’ll build a foundational knowledge of the Personal Finance Society and the dynamic careers available in personal finance! You’ll master some budgeting basics and complete an activity to set you up for success. Last up, your assumptions about this industry will be put to the test in a myth-busting activity.

Financial Planning
Mortgage Advice
Retirement Advice
Employability Skills

Available dates




Programme dates

12th February - 30th August

Hear from our student community

Aqsa Saleemi, Year 12 Student

Thank you for all your time and effort. The program was by far the best experience I’ve had virtually compared to other virtual experiences I’ve done. I liked the layout and the interactive activities, and I learnt a lot I didn’t know. I would definitely recommend this program to others; it was a great experience I would love to do it all again.

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